In March of 2023, I rolled over my whole balance from a previous employers 401k to a traditional IRA. after a day or so I converted some of those funds to a Roth IRA. For tax filing, I have two 1099-Rs: one that documents the non taxable rollover and the other that documents the taxable conversion.
I entered in two separate entries on the wages and income section for retirement as I had 2 different 1099-R forms. However, it totaled those together for a combined total retirement income. Should it just be the rollover as the total retirement income? Or is the total retirement income include both the rollover and conversion (even though the conversion came from the funds I rolled over)?
I want to make sure I’m doing this correct in reporting my retirement income.
